Patricia Lu
Location
Dallas, TX
Houston, TX
Education
T
The University of Texas at Austin
August 2023 - May 2025
degree
MBA
major
Business Administration
U
University of Texas at Dallas
Work Experience
B
BANK OF AMERICA
Credit Products Associate
January 2023 - present
company
BANK OF AMERICA
title
Credit Products Associate
overview
- Collaborate with Corporate & Investment Banking, Loan Syndications, Risk, and Legal teams for structuring of credit
- Underwrite and monitor a portfolio of 25 large corporate commercial real estate clients, Real Estate Investment Trusts
- REITs), and real estate fund sponsors comprising of $6.0Bn in Total Risk Exposure (TRE) and generating $42M in credit
- Mentored 5 analysts/interns
- Coordinate quarterly volunteer and social events to promote team engagement
B
BANK OF AMERICA
Dallas, TX, US
January 2015 - present
B
BANK OF AMERICA
Credit Products Analyst
January 2021 - December 2023
B
BANK OF AMERICA
Audit Supervisor
January 2020 - December 2021
B
BANK OF AMERICA
Senior Auditor
January 2017 - December 2020
Skills
Languages
EnglishSpanishVietnamese
Skills
AccountingAuditing SkillsAutomationBanking ServicesBasketballBusiness AdministrationCapital StructuresCash ManagementCommercial BankingConsultingControl MethodsCoordination SkillsCredit ProductsEvent ManagementFinancial LiteracyFinancial UnderwritingInvestment BankingKnowledge of FinanceLeadershipLiteracyManual TestingMaster of Business Administration (MBA)Negotiation SkillsPresentationsReal EstateReal Estate Investment TrustRisk AnalysisSelf MotivationSoccerSocial WorkSQL DatabasesStakeholder ManagementTennisTesting Skills